Rice Partnership’s Vanguard Information Technology ETF VGT Stock Holding History

Rice Partnership’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$60.3K	Hold	480	–	–	0.01%	153
2026 Q2	$57.4K	Hold	480	–	–	0.01%	147
2026 Q1	$41.9K	Hold	480	–	–	0.01%	151
2025 Q4	$45.2K	Hold	480	–	–	0.01%	147
2025 Q3	$44.8K	Hold	480	–	–	0.01%	148
2025 Q2	$39.8K	Buy	+480	New	+$34.9K	0.01%	144
2023 Q3	–	Sell	-680	Closed	-$37.6K	–	143
2023 Q2	$37.6K	Buy	+680	New	+$34.1K	0.01%	120

Other funds holding VGT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Rice Partnership's VGT Position: Q3 2026 in Review

Rice Partnership held its Vanguard Information Technology ETF (VGT) position steady in Q3 2026 at 480 shares worth $60.3K. The position accounts for 0.01% of the portfolio, ranked #153.

Rice Partnership first reported a position in VGT in Q2 2023 and has held it in 7 quarters since. 1,532 funds tracked by Wall St. Rank hold VGT as of Q3 2026.

Rice Partnership held 480 shares of Vanguard Information Technology ETF worth $60.3K as of Q3 2026.
Rice Partnership left its Vanguard Information Technology ETF share count unchanged in Q3 2026.
Vanguard Information Technology ETF made up 0.01% of Rice Partnership's portfolio in Q3 2026, its #153 holding.
Rice Partnership first reported a position in Vanguard Information Technology ETF in Q2 2023 and has held it in 7 quarters since.
1,532 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2026.

Based on Rice Partnership's 13F filing for Q3 2026, filed 9 Nov 2026.